ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $277,593 | +7.9% | 3,298 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $257,211 | -34.8% | 3,298 | -40.0% | 0.00% | -50.0% |
| Q4 2022 | $394,558 | +7.2% | 5,496 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $368,000 | +60.0% | 5,496 | +70.9% | 0.00% | +100.0% |
| Q4 2020 | $230,000 | -45.8% | 3,216 | -19.9% | 0.00% | -75.0% |
| Q1 2019 | $424,000 | +4.7% | 4,015 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $405,000 | +0.7% | 4,015 | -2.4% | 0.00% | 0.0% |
| Q1 2018 | $402,000 | -0.5% | 4,115 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $404,000 | -86.2% | 4,115 | -87.5% | 0.00% | -88.2% |
| Q2 2017 | $2,938,000 | +10.3% | 32,890 | +7.1% | 0.03% | +9.7% |
| Q1 2017 | $2,664,000 | +4.5% | 30,700 | -0.8% | 0.03% | 0.0% |
| Q4 2016 | $2,550,000 | +59.9% | 30,960 | +56.3% | 0.03% | +63.2% |
| Q3 2016 | $1,595,000 | -41.7% | 19,808 | -44.0% | 0.02% | -45.7% |
| Q2 2016 | $2,736,000 | +16.4% | 35,366 | +15.2% | 0.04% | +12.9% |
| Q1 2016 | $2,350,000 | +30.6% | 30,700 | +29.1% | 0.03% | +24.0% |
| Q4 2015 | $1,800,000 | -73.8% | 23,778 | -75.4% | 0.02% | -74.7% |
| Q3 2015 | $6,869,000 | -19.2% | 96,810 | -13.4% | 0.10% | -13.2% |
| Q2 2015 | $8,502,000 | +3.6% | 111,767 | +5.2% | 0.11% | +2.7% |
| Q1 2015 | $8,206,000 | -2.1% | 106,239 | -2.9% | 0.11% | -5.1% |
| Q4 2014 | $8,380,000 | +4.0% | 109,416 | -0.4% | 0.12% | -2.5% |
| Q3 2014 | $8,061,000 | -3.3% | 109,851 | -3.6% | 0.12% | -5.5% |
| Q2 2014 | $8,334,000 | +0.4% | 113,986 | -3.6% | 0.13% | -4.5% |
| Q1 2014 | $8,303,000 | -1.5% | 118,211 | -3.1% | 0.13% | -3.6% |
| Q4 2013 | $8,428,000 | – | 121,963 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |